SIFY vs NBIS vs GDS Stock Comparison

Sify Technologies, Nebius and GDS Holdings Prices as of Oct 27, 2026 Peers: Industry group
SIFY Sify Technologies Ltd
$12.30 -7.9% 1M +1.6% 1Y
Market cap
$890.95M
P/E
–
Revenue (TTM)
$384.50M
Div. yield
–
Data Centers Technology
3 wins
NBIS Nebius Group N.V.
$170.47 -28.2% 1M +35.9% 1Y
Market cap
$43.13B
P/E
46.2x
Revenue (TTM)
$1.36B
Div. yield
–
Cloud Platforms Technology
4 wins
GDS GDS Holdings Ltd
$22.81 -30.4% 1M -36.5% 1Y
Market cap
$4.71B
P/E
8.2x
Revenue (TTM)
$1.75B
Div. yield
–
Data Centers Technology
4 wins

Head to Head

11 decided of 12

Nebius leads on 4 of the 12 questions below (Nebius 4, GDS Holdings 4, Sify Technologies 3). Which ones matter depends on what you are buying for; a cheap multiple and slow growth often come together.

QuestionSIFYNBISGDSLeader
Larger companyMarket capitalisation $890.95M $43.13B $4.71B NBIS
Cheaper on earningsLower P/E, profitable companies only -57.6x 46.2x 8.2x GDS
Cheaper on forward earningsLower price / next fiscal year consensus EPS 615.0x — 43.9x GDS
Faster revenue growthRevenue growth, trailing twelve months +5.7% +506.9% +15.8% NBIS
More profitableNet margin, trailing twelve months -4.0% 66.1% 30.1% NBIS
Better return on capitalReturn on invested capital 5.4% -3.3% 1.0% SIFY
Less leveragedLower net debt / EBITDA -9.4x 3.0x 3.1x SIFY
Higher dividend yieldTrailing dividend yield 0.00% — — –
Better 1-year returnPrice return, last 12 months +1.6% +35.9% -36.5% NBIS
Better 5-year returnAnnualised price return, 5 years -9.8%/yr — -18.0%/yr SIFY
Less volatileAnnualised volatility, 1 year 61.0% 107.3% 56.9% GDS
Higher overall scoreMean of the five percentile scores vs peers 53/100 66/100 69/100 GDS

Percentile Scorecard

SIFYNBISGDS

Each axis is the mean percentile of its metrics against the company's industry group. 100 is the best in the group, 50 the middle.

Scores by Axis

AxisSIFYNBISGDS
Valuation 68 #13 of 38 78 #9 of 38 95 #3 of 38
Growth 31 #25 of 36 34 #24 of 36 57 #16 of 36
Profitability 61 #14 of 34 76 #9 of 34 73 #10 of 34
Financial Health – 76 #10 of 38 51 #19 of 38
Shareholder Returns – – –
Overall 53 66 69
  • SIFY ranked among 39 companies in Cloud Computing
  • NBIS ranked among 39 companies in Cloud Computing
  • GDS ranked among 39 companies in Cloud Computing

Price Performance

Price return, split-adjusted, before dividends. Click a name to hide or show it.

Returns

PeriodSIFYNBISGDSSPY
1 month -7.9%-28.2%-30.4% -0.2%
3 months -13.1%+0.5%-25.5% +3.9%
6 months -18.8%+25.8%-45.4% +8.2%
Year to date +0.9%+103.6%-34.6% +12.9%
1 year +1.6%+35.9%-36.5% +12.3%
3 years +41.4%—+137.9% +87.4%
3 years, per year +12.2%—+33.5% +23.3%
5 years -40.2%—-62.9% +67.9%
5 years, per year -9.8%—-18.0% +10.9%
10 years +95.2%—— +261.1%
10 years, per year +6.9%—— +13.7%

Risk

MeasureSIFYNBISGDSSPY
Volatility, 1Y 61.0%107.3%56.9% 12.7%
Downside volatility, 1Y 62.0%98.4%58.0% 12.7%
Beta vs S&P 500, 1Y 2.133.811.99 1.00
Return / volatility, 1Y 0.030.33-0.64 0.97
Max drawdown, 5Y -91.8%-58.3%-91.8% -25.4%
From 52-week high -28.7%-40.5%-52.0% -1.2%
52-week high $17.24$286.69$47.52 $779.14
52-week low $10.37$73.87$22.14 $631.97

Valuation History

Weekly multiples on trailing twelve-month fundamentals. Negative or extreme readings (a loss year, a collapsed denominator) are left out so the chart stays readable.

MultipleSIFYNBISGDS
P/E now vs peer median -57.6xmedian 29.5x 46.2xmedian 29.5x 8.2xmedian 29.5x
P/S now vs peer median 2.3xmedian 4.5x 31.8xmedian 4.5x 2.7xmedian 4.5x
EV/EBITDA now vs peer median -23.3xmedian 23.9x 257.3xmedian 23.9x 11.1xmedian 23.9x
P/FCF now vs peer median —median 15.0x 2.6xmedian 15.0x 4.9xmedian 15.0x
P/B now vs peer median 4.4xmedian 4.3x 4.2xmedian 4.3x 1.1xmedian 4.3x
PEG now vs peer median 1.16median 0.38 -0.65median 0.38 0.12median 0.38

Financial History

Reported figures by fiscal period, placed on the calendar year (or quarter) each period ended in, so companies with different fiscal years line up.

Trailing twelve monthsSIFYNBISGDS
Revenue $384.50M $1.36B $1.75B
Gross profit $206.52M $1.01B $436.56M
Operating income $39.31M -$668.60M $82.93M
Net income -$15.57M $61.60M $542.46M
Free cash flow – $16.40B $952.99M
R&D – $356.40M $4.66M
EPS (diluted) $-0.21 $3.17 $2.57
Cash & equivalents – $8.04B $2.20B
Total debt $599.45M $25.23B $15.20B
Shares (diluted) 72.46M 282.72M 205.57M
Enterprise value $890.95M $16.57B -$3.43B

All Metrics

58 metrics · best in bold

Bold marks the best reading: the lowest positive value for multiples, leverage and payout, the highest for everything else. The bar under each value is its percentile against that company's own peers. Hover a value for its rank and the peer median.

Valuation

12 metrics
MetricSIFYNBISGDS
P/E -57.6x 46.2x 8.2x
P/FCF – 2.6x 4.9x
P/Operating cash flow – 8.2x 9.2x
P/S 2.3x 31.8x 2.7x
P/B 4.4x 4.2x 1.1x
P/Tangible book 4.4x 4.2x 1.1x
EV/EBITDA -23.3x 257.3x 11.1x
EV/EBIT 37.9x -65.3x 78.8x
EV/Revenue 3.9x 32.2x 3.7x
EV/FCF – 2.7x 6.9x
EV/Operating cash flow – 8.3x 12.7x
PEG (3Y EPS CAGR) 1.16 -0.65 0.12

Growth

14 metrics
MetricSIFYNBISGDS
Revenue growth (1Y) 5.7% 506.9% 15.8%
Revenue CAGR (3Y) -65.1% -83.4% 8.1%
Gross profit growth (1Y) 12.2% 631.9% 27.6%
Gross profit CAGR (3Y) 65.9% -81.7% 14.4%
Operating income growth (1Y) 49.9% -49.0% -57.2%
Operating income CAGR (3Y) -10.7% -26.7% -5.5%
Net income growth (1Y) 19.3% -73.4% -14.6%
Net income CAGR (3Y) -73.4% -90.6% 71.9%
EPS growth (1Y) 31.2% 318.1% -26.4%
EPS CAGR (3Y) -49.8% -70.8% 65.7%
Operating cash flow growth (1Y) – 1,193% 15.3%
Operating cash flow CAGR (3Y) – -55.8% 20.0%
Free cash flow growth (1Y) – 1,310% 3.3%
Free cash flow CAGR (3Y) – -47.1% -11.1%

Profitability

14 metrics
MetricSIFYNBISGDS
Gross margin 53.7% 74.3% 24.9%
EBITDA margin -16.7% 12.5% 33.5%
Operating margin 10.2% -49.3% 4.7%
Pretax margin 3.1% 5.3% 14.8%
Net margin -4.0% 66.1% 30.1%
FCF margin – 1,210% 54.3%
Operating cash flow margin – 388.0% 29.3%
Return on equity -10.8% 0.7% 12.5%
Return on assets – 0.2% 4.4%
Return on invested capital 5.4% -3.3% 1.0%
Return on capital employed – -2.9% 0.8%
Asset turnover – 0.1x 0.1x
Cash conversion (OCF / net income) – 85.4x 0.9x
Stock comp / revenue – 13.9% 2.5%

Financial Health

11 metrics
MetricSIFYNBISGDS
Debt / assets – 30.6% 31.9%
Debt / equity 3.0x 0.8x 0.9x
Net debt / EBITDA -9.4x 3.0x 3.1x
Debt / FCF – 0.5x 4.2x
Liabilities / assets – 63.0% 64.8%
Equity / assets – 37.0% 35.2%
Interest coverage 2.0x -2.8x 0.4x
Current ratio – 4.0x 1.8x
Quick ratio – 3.5x 1.4x
Cash ratio – 3.4x 1.1x
Altman Z-score – 1.94 0.62

Shareholder Returns

7 metrics
MetricSIFYNBISGDS
Dividend yield – – –
Net buyback yield – 6,593% –
Shareholder yield 0.0% 6,593% –
Payout ratio (earnings) – – –
Payout ratio (FCF) – – –
Dividend growth (1Y) – – –
Dividend CAGR (3Y) – – –

Analyst Estimates

Solid lines are reported fiscal-year results; dashed lines are the consensus for the years ahead. Hover a year for the analysts' high and low, and how each result compared with its estimate.

ConsensusSIFYNBISGDS
Forward P/E 615.0xFY2026 – 43.9xFY2026
EPS, next fiscal year $0.02FY2026 $-1.82FY2026 $0.52FY2026
EPS growth, next FY – – +550.0%FY2026
EPS growth, the year after +150.0% – -103.8%
Revenue, next fiscal year $765.58MFY2026 $3.25BFY2026 $1.96BFY2026
Revenue growth, next FY +8.7%FY2026 +514.3%FY2026 +20.4%FY2026
Revenue growth, the year after +30.6% +246.0% +1.6%

Institutional Ownership

13F filings, quarter ended Jun 30, 2026
HoldersSIFYNBISGDS
Held by institutions 4.6% – 50.9%
Institutions holding 42 – 198
Change in shares held, QoQ +2.8% – +15.4%
Institutions buying 27 – 120
Institutions selling 4 – 61
Buyers to sellers 6.75 – 1.97

Return Correlation

Daily returns, last 12 months

1.00 means two stocks move in lockstep, 0 that they move independently. Pairs below about 0.5 diversify each other.

SIFYNBISGDS
SIFY 1.00 0.28 0.39
NBIS 0.28 1.00 0.37
GDS 0.39 0.37 1.00

Add a Peer

Largest companies in the same industry

Related Comparisons

Frequently Asked Questions

Which is bigger, SIFY, NBIS and GDS?

Nebius (NBIS) is the largest by market capitalisation: Sify Technologies (SIFY) $890.95M, Nebius (NBIS) $43.13B, GDS Holdings (GDS) $4.71B.

Which stock is cheaper, SIFY, NBIS and GDS?

GDS Holdings (GDS) trades on the lowest price-to-earnings ratio (Sify Technologies (SIFY) -57.6x, Nebius (NBIS) 46.2x, GDS Holdings (GDS) 8.2x). On next year's consensus earnings, GDS Holdings (GDS) is cheapest (Sify Technologies (SIFY) 615.0x, GDS Holdings (GDS) 43.9x). A lower multiple can reflect slower expected growth, so read it next to the growth figures.

Which company is growing faster?

Nebius (NBIS) grew revenue fastest over the trailing twelve months: Sify Technologies (SIFY) +5.7%, Nebius (NBIS) +506.9%, GDS Holdings (GDS) +15.8%.

Which company is more profitable?

Nebius (NBIS) has the highest net margin (Sify Technologies (SIFY) -4.0%, Nebius (NBIS) 66.1%, GDS Holdings (GDS) 30.1%). On return on invested capital, Sify Technologies (SIFY) leads (Sify Technologies (SIFY) 5.4%, Nebius (NBIS) -3.3%, GDS Holdings (GDS) 1.0%).

Which stock has performed better?

Over the past year Nebius (NBIS) returned the most: Sify Technologies (SIFY) +1.6%, Nebius (NBIS) +35.9%, GDS Holdings (GDS) -36.5%. Over five years, Sify Technologies (SIFY) compounded fastest (Sify Technologies (SIFY) -9.8%/yr, GDS Holdings (GDS) -18.0%/yr). Returns are price only, before dividends.

Which stock is riskier?

By one-year price volatility, GDS Holdings (GDS) has been the steadiest (Sify Technologies (SIFY) 61.0%, Nebius (NBIS) 107.3%, GDS Holdings (GDS) 56.9%). Volatility measures how widely the price swings, not the risk of the business.

Which is the better stock, SIFY, NBIS and GDS?

There is no single answer; it depends on what you are buying for. On the 12 head-to-head measures on this page, Nebius (NBIS) leads on 4. Business Quant does not give investment advice; use the comparison as a starting point for your own research.

Data from SEC filings, exchange prices and consensus estimates, via Business Quant. Percentile scores compare each company with its own peer group, so two companies' scores are each relative to different peers unless you rank against the whole market. Price returns exclude dividends. Nothing on this page is investment advice.